Job Description
Title: Senior Implementation Associate
Location: All Aprio Locations
Type: Full Time
Workplace: remote
Category: Outsourcing
JobDescription:
Work with a nationally ranked CPA and advisory firm that is passionate for what’s next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio’s Outsourcing team and you will help clients maximize their opportunities. Aprio, LLP is a progressive, fast-growing firm looking for a Senior Implementation Associate to join their dynamic team.
Position responsibilities:
- Lead the design, implementation, optimization of technology stacks to meet specific client requirements.
- Work on a team to support client needs. Tailor accounting to the client’s needs and for optimum efficiency for our accounting team.
- Work expertly in Xero or QuickBooks online and Bill.com
- Support client accounting in a variety of industries
- Perform extensive accounting cleanup, diagnosis, and solutions
- Complete accurate and timely productions of monthly financial statements
- Examine financial statements and identify discrepancies
- Identify and document processes and procedures
- Create training documentation and roll out new processes to the firm
Client Account Services
- Collaborate with cross-functional teams to provide client advisory services and guidance on leveraging technology for improved operational efficiency and customer satisfaction.
- Assist in formulating strategies and solutions that align with clients’ business goals and accounting functions.
Project Management
- Lead and manage projects related to data conversion and file migrations, ensuring successful delivery within specified timelines and budget constraints.
- Provide regular update to stakeholders and manage expectations throughout the project lifecycle.
- Manage project scope, project plans, milestones, and deliverables.
Qualifications:
- Hands on experience using or implementing accounting software products e.g. Xero, Intacct, BILL, etc.
- Experience with Project Planning tools, such as Karbon, ClickUp, etc.
- Bachelor’s degree in Accounting, Computer Science, or another business-related field; or equivalent experience (desired)
- Manufacturing industry experience (preferred)
- Netsuite experience (preferred)
- Strong background in technology implementation, data management, and analysis in relation to Accounting processes.
- At least 3-5 years using QuickBooks Desktop or QuickBooks Online (QBO), Xero, and other accounting systems.
- Understanding of Accounting principles and best practices including financial statements, cash flow, expense management, chart of accounts (COA)
- At least 2-3 years managing projects related to implementing, migrating, or releasing software, preferably related to accounting and/or payroll services.
- Knowledge and reconciliation experience with clearing accounts, cash accounts, prepaid expenses, accrued revenue, accrued liabilities
- Problem solver with effective communication and analytical skills
- Self-motivated with excellent organization and time management skills
- Expertise in resource management that delivers quality projects on time, in scope and within budget.
- Ability to multi-task, manage multiple projects at once, and adapt to changing / competing priorities.
- Advanced level experience using Excel